{"podcast":{"title":"Global Research Unlocked","slug":"global-research-unlocked-4488149","podcast_index_feed_id":4488149,"rss_url":"https://feed.podbean.com/bofaglobalresearch/feed.xml","website_url":"https://bofaglobalresearch.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/11340151/globalresearchunlocked-1400x1400.jpg","author":"BofA Global Research","episode_count":31,"summary":"Listen and subscribe to Global Research Unlocked. A podcast from BofA Global Research. Nuanced insights that can help you chart the right path. Our industry-leading analysts discuss what’s emerging – from risks and opportunities to growth themes like AI and energy transition.","last_synced_at":"2026-06-04T06:20:29.187990+00:00","page_url":"https://stenobird.com/podcast/global-research-unlocked-4488149"},"episode":{"title":"K-shaped housing: regional and segment divergence emerges from inventory reset","slug":"k-shaped-housing-regional-and-segment-divergence-emerges-from-inventory-reset","published_at":"2026-05-13T17:06:39+00:00","page_url":"https://stenobird.com/podcast/global-research-unlocked-4488149/k-shaped-housing-regional-and-segment-divergence-emerges-from-inventory-reset","show_page_url":"https://stenobird.com/podcast/global-research-unlocked-4488149","url":"https://bofaglobalresearch.podbean.com/e/k-shaped-housing-regional-and-segment-divergence-emerges-from-inventory-reset/","audio_url":"https://mcdn.podbean.com/mf/web/nxfvw5p9radv86ug/Heatmap_Podcast_5-4-267y8pe.mp3","summary":"Don't shut the door yet; housing supply discipline turning Consistent with the U.S. economy as a whole, the housing and building products markets are stronger in the high end, and weaker in the entry-level. Regionally, there are shades of this as well. Our new housing heatmap shows that the New York and San Francisco metro areas are among the strongest. Rafe discusses the drivers behind the regional disparities, the importance of supply and how certain markets that have been dealing with excess supply may get a bit of relief as builders are demonstrating discipline. Rafe also compares fundamentals for homebuilders to those for building product companies and why exposure to less discretionary projects like roofing can make certain building product companies attractive investments. Finally, we touch on housing policy where many potential solutions have been floated but where challenges persist. We discuss why meaningful action so far has been limited, partly due to structural dynamics You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. \"Bank of America\" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-deale…","meta_description":"Don't shut the door yet; housing supply discipline turning Consistent with the U.S. economy as a whole, the housing and building products markets are stro…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1344,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/global-research-unlocked-4488149/episodes/k-shaped-housing-regional-and-segment-divergence-emerges-from-inventory-reset/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/global-research-unlocked-4488149/k-shaped-housing-regional-and-segment-divergence-emerges-from-inventory-reset.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}